New Articles

  1. 2024 Q4

    October 1 - December 31 GiveSmart Events New Feature Multi-Factor Authentication:  When a user tries to add a card to their account from either the My Info tab, an item, Self Check-In,  or a text or email with the prompt to add a credit card ...
  2. 2024 Q3

    July 1 - September 30 GiveSmart Events Improvements Events App Swipes: Improves the read of the data when a swipe occurs. Org Hub Account Page : was updated to improve efficiency. It now features a link to the  help center article  on...
  3. GiveSmart Product Accessibility Assessment

    GiveSmart   Web Content Accessibility  Compliance Statement :   GiveSmart aspires to build an inclusive culture with our community. We are taking steps to ensure that web accessibility is part of our DNA as we develop, deliver,...
  4. How do I add an In Kind Gift?

    An In Kind Gift is a non-monetary gift (e.g. a physical asset vs. cash) which can be recorded in Donor CRM.  Adding an In Kind Gift When recording a new gift in Donor CRM, select the Payment Type for In-Kind Goods or Services . Fill in the Gif...
  5. Search Bar

    The search bar in GiveSmart Donor CRM utilizes AI to learn how you like to search.  The more you use it, the more in tune it becomes to your common use cases.  It has elastic search functionality which allows it to pull suggested contacts or recor...
  6. 2024 Q1

    Jan 1 - Mar 31 GiveSmart Events New Feature GiveSmart Item Shop:   GiveSmart has a new partnership which offers a curate, best-selling, highly-vetted collection of vacations, sports & memorabilia, experiences and jewelry to help you maximize re...
  7. 2024 Q2

    April 1 - June 30 GiveSmart Events New Feature Campaign Site Settings:  within the org hub, admins can generate a report to review campaign settings across all campaigns within the organization. C ampaign Item Stats Report : within the...
  8. Frequently Asked Questions (FAQ)

    General Q: What is a donor CRM and why is it important? A: Donor CRM (or Donor Management System) is a relationship database that helps a user manage their donors, prospective donors, volunteers, and other supporters by keeping track of donat...
  9. Tribute Gifts

    Create in honor or in memory gifts within GiveSmart Donor CRM.  Create a Tribute Gift in Donor CRM From the left navigation select Gifts > Add a New Gift Enter donor information and proceed to the 2nd section of the gift entry pro...
  10. Technical Support Services

    Customer Support Normal business hours are: Monday through Friday 7:00 am to 4:00pm Pacific Time. Email: givesmart-help@communitybrands.com GiveSmart Donor CRM Help Center Find technical guides and training videos in the GiveSmart Donor ...